the Jrs
The JRS will become the industry standard for measuring operational maturity within a Financial Advisory business. The JRS is designed to create the objective standard by which one can determine the “Readiness” or “Maturity of Thought” that exists within the firm. Learning occurs best in context over time. An effective coaching model is built to remove the bias from the coach or person giving advice while objectively measuring progress and prescribing “Next Best Actions” that drive customized outcomes for advisors.
KEY FEATURES:
- personalization of accounts
- hierarchy of user roles
- generation of customized reports
- strategy builder
- intelligent system of assessment
- automatic progress update
- detailed summary of results
- generation of complex reports with output into PDF files
- displays KPI information at dashboards for different levels of access
Technologies Used
